Trust & Estates Paralegal
KLR Executive Search Group LLCProvidence, RI, USjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionAssociate degree required; Bachelor's degree or paralegal certificate preferred. 3+ years of trusts and estates paralegal experience. Strong knowledge of trusts and estates administration, probate, and charitable estate planning. Excellent communication, attention to detail, and organizational skills. Proficient in Microsoft Office; experience with case management software preferred. Highly proactive, able to manage multiple priorities, and a collaborative team player. Location : Providence, RI Salary : $45,000 - $90,000 Mid-Senior level Full-time Legal, Writing / Editing, and Research Law Practice and Legal Services
Overview
KLR Executive Search Group is partnering with a well-established New England law firm seeking an experienced Trusts & Estates Paralegal to join its trusts and estates practice. The team represents significant charities, overseeing estate administration through probate and related processes.
Responsibilities
- Review and manage donors' wills, trusts, beneficiary designations, and related documents.
- Independently draft, review, and edit legal documents such as waivers, receipts, and releases.
- Communicate with financial institutions, fiduciaries, and attorneys to facilitate timely collection and administration of estate assets.
- Monitor and track estate and trust administration progress, maintaining accurate case management records.
- Prepare acknowledgment letters or releases confirming receipt of funds.
- Collaborate with attorneys, team members, and clients, providing support on client reporting and special projects.
- Mentor junior paralegals and assist with internal training programs.
Qualifications
After a month of on-site training, remote work may be allowed to work remotely up to three days per week at the supervisor's discretion. Office Hours : Monday–Friday, 8 : 00 AM to 5 : 30 PM.
Details
Seniority level
Employment type
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Paralegal • Providence, RI, US
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